China-Europe freighter capacity has dropped 28% since June, driven by the EU’s new €3 duty on low-value parcels, which cut e-commerce imports by 24% in July. Rates on key lanes have firmed, while capacity declines are concentrated in e-commerce gateways like Madrid, Budapest, and Ürümqi. Recovery may occur within 12 months, based on US and Brazil precedents.Read More
China-Europe Freighter Capacity Drops 28% Since June
